V2 Form Builder: Building Custom Forms

 

Note: This feature is coming soon and is not yet generally available.

 

About

Building a custom form is easy and intuitive with the form builder. This article will discuss the basic process of creating a form.

 

 

 

Create and Name Your Form

  1. From the Forms list in the web portal, select "Create New Form".

  2. Select Create a Version 2 Form from the window that appears.2017-08-01-CreateForm.png

  3. Once the form builder has loaded, you'll be on the General Information screen. Give your form a Form Name and Form Description. You'll be able to edit this later if you desire.2017-06-05-V2FB-FormInfo.png

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Pages

Pages are the main way to structure a form; they are equivalent to a "screen" in the mobile app.  They form the main navigation of a form, dividing a form into a sequence of clear steps. 

Pages in a form are listed in the left navigation panel of the Form Builder.  The contents of the currently-selected page are listed on the right.

2017-06-05-v2FB-NewPage01.png

 

 

Add a Page

  1. In the left navigation pane of the Form Builder,  select Add a Page.
    2018-01-16-V2FB-AddPage01.png

  2. Name your page.  Mobile users will see this name in the left navigation of the mobile form. Optionally, customize the page's unique identifier.  This identifier is referenced in conditional logic and other parts of the Form Builder.  
    2018-01-16-V2FB-AddPage02.png

  3. Optional: Select where the page should go in your form. This means that if you are editing a form and want to insert a new page at the top or bottom of the page listing, you can set that here. By default, new pages are inserted at the end of the current page listing.
  4. Select Save at the bottom of the page.

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Edit, Delete, or Copy a Page

These actions can all be accessed from the menu icon beside the page name in the right panel of the Form Builder.
2018-01-16-V2FB-EditPage01.png

  • Edit:  This will bring up the Page Information screen, where you can modify the page name and unique identifier. 
  • Copy Page:  The page will be copied. If copying a page with self-contained conditional logic (i.e., all rules and effects are contained within the page) , then the conditional logic rules will also be copied. 
  • Delete Page: This will permanently remove the page from the form.  This may impact and cause errors in other parts of your form or conditional logic. 

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Move a Page

In the left navigation, select and hold the dotted icon  while dragging the page to the desired location.  Or, edit the page and select the desired location under Page Placement.

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Sections

Sections are containers for questions within a page.  They are shown in the right panel of the Form Builder.  There are a few types of sections.

 

Regular Sections

Regular Sections are subheaders within a single page.  They divide questions on a page into logical groups, visually breaking up a page and making it easier for your mobile users to navigate a page. 

These sections will make up most of your form.  Questions in Regular Sections can be answered only once.  
2017-06-05-v2FB-NewPage01.png

 

Repeatable Sections

Repeatable Sections are typically used whenever you would see a table on a paper form, to collect a variable amount of line items, such as parts with associated quantities and prices. They display as a table in the mobile app, and allow users to collect multiple answers for the same set of questions.  

Read more about Repeatable Sections.

2018-01-16-V2FB-RepeatableSection01.png

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Add a Section

  1. Make sure you are on the desired page.
  2. Select Add a Section at the bottom of the right panel.
    2018-01-16-V2FB-AddSection01.png

  3. Choose your section type (Regular or Repeatable). 
  4. Name your section.  Mobile users will see this name in the header above each section in the mobile form. Optionally, customize the sections's unique identifier.  This identifier is referenced in conditional logic and other parts of the Form Builder.  
  5. Choose whether to Show Section Header on Mobile Device. If OFF, there will be no header in the mobile form.   This is useful if you are creating a section just to easily hide/show a group of questions with conditional logic.
    2018-01-16-V2FB-AddSection02.png

    If ON, there are two additional options:
    • Allow mobile user to collapse and expand this section: Using the  and  icons, your mobile users can make the questions in the section shown or hidden. This is useful for space saving on larger forms.
      • Start section in collapsed state: Users will have to manually tap the  button to expand the section.

  6. Optional: Select where the section should go in your form. This means that if you are editing a form and want to insert a new section at the top or bottom of a page, you can set that here. By default, new sections are inserted at the end of the current page.

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Edit, Delete, Move or Copy a Section

These actions can all be accessed from the menu icon beside the Section name in the right panel of the Form Builder.
2018-01-16-V2FB-EditCopyMoveSection.png

  • Edit:  This will bring up the Section Information screen.
  • Copy Section:  The section will be copied. If copying a section with self-contained conditional logic (i.e., all rules and effects are contained within the section) , then the conditional logic rules will also be copied. 
  • Move Section:  This will open a list of sections in the form.  You can choose to move this section to after any of the listed sections. 
  • Delete Section: This will permanently remove the section from the form.  This may impact and cause errors in other parts of your form or conditional logic. 

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Questions

Questions are what mobile users interact with in the mobile form; users can type with a keyboard, select from a list of options, or attach files in order to provide answers for them.

There are many different kinds of questions that can be added to a form.

  • Question Type determines how users should interact with the question and what it looks like (i.e. manually typing in a response vs. selecting it from a list.)
  • Data Type determines and what kind of information the question should collect (i.e. a number, a date, a signature, etc).
  • Please read: Question and Data Types in the Form Builder

 

Questions are found inside of sections, and are shown in the right panel of the Form Builder.  
2018-01-16-V2FB-AddQuestions01.png

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Add a Question

  1. Navigate to the desired section.
  2. Press the Add a Question button.
    2018-01-16-V2FB-AddQuestions02.png

  3. Choose a Question Type.
    2018-01-16-V2FB-AddQuestions03.png
     
  4. Provide Question Text.  This is the "Question" you are asking users to respond to, or instructions on what kind of information to enter. Optionally, customize the unique identifier.  This identifier is referenced in conditional logic and other parts of the Form Builder. 
    2018-01-16-V2FB-AddQuestions04.png

  5. Choose a Data type. The list of available data types will differ depending on what question type you chose.  For more information on Data Types, please read: Question and Data Types in the Form Builder.   
    2018-01-16-V2FB-AddQuestions05.png

  6. Select any necessary Restrictions.   (Required, Read-Only, Hidden on Device, Hidden in Reports).
    2018-01-16-V2FB-AddQuestions06.png


  7. The remaining configuration options (In the Options and Properties tabs, if present) will differ based on your question and data type. For more information please read: Question and Data Types in the Form Builder
  8. Optionally add Help Properties. Read more here.

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Edit a Question

To edit a question, simply press on the question. Its properties will open again. 

 

Delete, Move or Copy a Question

These actions can all be accessed from the menu icon beside the Question in the right panel of the Form Builder.
2018-01-16-V2FB-EditCopyMoveQ.png

  • Copy Question:  The question will be copied. 
  • Move Question:  This will open a list of sections in the form. You can choose to move this question into any of the listed sections. You can also drag and drop the question within the same page or onto different pages.
  • Delete Question: This will permanently remove the question from the form. This may impact and cause errors in other parts of your form or conditional logic. 

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